Good If You...
- Wish to Donate a Portion of Your Assets or Estate to a Charitable Organization
- Want to Create a Long-Term Public Benefit While Also Preserving Assets for Yourself or Heirs
- Are Looking for Certain Tax Advantages1
- Established During Your Lifetime or Upon Your Death
- Flexibility to Transfer Assets at a Later Date or for a Certain Period of Time
- May Be Used to Create an Income Stream While Reducing Tax Liability
Call Trust Services at 731.287.4239
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Trust Services Team
Senior Vice President & Senior Trust Officer
Vice President & Trust Officer
Vice President & Senior Trust Officer
Assistant Vice President & Trust Officer
Mary Evelyn Ramsey
Personal Trust Admin & Operations Assistant
1 Consult a qualified tax professional for details.
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Insured by Any Federal Government Agency • Not a Bank Deposit